Strategic Wealth Advisors Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 38,419 shares of DON stock, worth $2.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

38,419

Previous 53,130 27.69%

Holding current value

$2.05 Million

Previous $2.11 Million 31.26%

% of portfolio

0.06%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$37.67 - $44.3 $554,163 - $651,697	-14,711 Reduced 27.69%	38,419 $1.45 Million
Q2 2022 Aug 12, 2022	BUY	$38.16 - $45.36 $20,148 - $23,950	528 Added 1.0%	53,130 $2.11 Million
Q1 2022 May 10, 2022	BUY	$42.12 - $45.3 $87,104 - $93,680	2,068 Added 4.09%	52,602 $2.33 Million
Q4 2021 Feb 16, 2022	BUY	$41.76 - $45.13 $176,185 - $190,403	4,219 Added 9.11%	50,534 $2.25 Million
Q3 2021 Nov 17, 2021	BUY	$40.05 - $43.23 $27,834 - $30,044	695 Added 1.52%	46,315 $1.92 Million
Q2 2021 Aug 10, 2021	SELL	$40.83 - $43.68 $6,451 - $6,901	-158 Reduced 0.35%	45,620 $1.91 Million
Q1 2021 May 07, 2021	BUY	$34.36 - $41.24 $20,306 - $24,372	591 Added 1.31%	45,778 $1.85 Million
Q4 2020 Feb 12, 2021	BUY	$29.07 - $35.03 $49,099 - $59,165	1,689 Added 3.88%	45,187 $1.57 Million
Q3 2020 Nov 30, 2020	BUY	$27.33 - $30.91 $26,291 - $29,735	962 Added 2.26%	43,498 $1.26 Million
Q2 2020 Aug 03, 2020	SELL	$22.29 - $32.04 $43,242 - $62,157	-1,940 Reduced 4.36%	42,536 $1.2 Million
Q1 2020 May 05, 2020	BUY	$20.48 - $38.6 $1,966 - $3,705	96 Added 0.22%	44,476 $1.01 Million
Q4 2019 Feb 10, 2020	BUY	$34.97 - $38.17 $27,486 - $30,001	786 Added 1.8%	44,380 $1.69 Million
Q3 2019 Nov 04, 2019	BUY	$33.78 - $36.78 $3,006 - $3,273	89 Added 0.2%	43,594 $1.56 Million
Q2 2019 Aug 13, 2019	BUY	$33.9 - $36.88 $161,804 - $176,028	4,773 Added 12.32%	43,505 $1.57 Million
Q1 2019 May 02, 2019	SELL	$31.29 - $36.15 $35,764 - $41,319	-1,143 Reduced 2.87%	38,732 $0
Q4 2018 Feb 12, 2019	BUY	$29.98 - $36.73 $61,099 - $74,855	2,038 Added 5.39%	39,875 $1.34 Million
Q3 2018 Nov 07, 2018	BUY	$36.7 - $37.37 $1.39 Million - $1.41 Million	37,837 New	37,837 $1.39 Million
Q2 2018 Sep 17, 2018	SELL	N/A	-33,243 Closed	0 $0
Q1 2018 May 08, 2018	BUY	N/A	1,063 Added 3.3%	33,243 $1.13 Million
Q4 2017 Mar 08, 2018	BUY	N/A	19,809 Added 160.12%	32,180 $1.14 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-10 Reduced 0.08%	12,371 $1.24 Million
Q2 2017 Aug 16, 2017	BUY	N/A	12,381	12,381 $1.21 Million

Others Institutions Holding DON

# of Institutions

448

Shares Held

41M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History